All solutions/For architects

Your client follows the project, phase by phase.

Name your columns after your work phases, keep the site-meeting minutes as pages your client can comment on, and log hours per phase. Your internal notes stay in the office.

Sound familiar?

Minutes sent out as PDFs that nobody ever confirms
“Which phase are we in again?” from the client, for the third time
Hours per phase pieced together at the very end

Familie Kraus / Haus am SeeShared with client

Site meeting #12 — minutes

Shell construction is complete on the ground floor. Window delivery moves to week 44; the scaffolding stays until then.

ActionBy

Confirm tile samplesClient

Tim KrausClient

Does week 44 still allow the roof before winter?

Lena B.Client

Yes — roofer is booked for week 45.

Lena B.Internal

Window supplier late twice now; note for next tender.

Your board, in your words

Name the columns the way your team talks. Each one sits in one of seven stages, the steps from backlog to done that AgencyOS understands, and gets a label written for your client.

Architects

Your column	Stage	Client reads
Basic evaluation	Backlog	Getting started
Preliminary design	In progress	Preliminary design
Design	In progress	Design
Planning permission	Review	With the authority
Construction	In progress	On site
Handover	Done	Handed over

A week with AgencyOS

1
Minutes as a page
Write the site-meeting minutes during the meeting and share them. The client comments on the point they remember differently.
Documents →
2
Plans and photos on the item
Attach plans and site photos to the work they belong to. Images preview inline, and every file is checked against who may open it.
Board & work items →
3
Hours per phase
Log time against the item or against the client in general, so the effort per phase is there when you need it.
Time tracking →
4
The client sees where things stand
Their overview shows what’s in progress and the latest updates, without anyone having to call the office.
Status overview →